From the Microsoft Dynamics 365 CE/CRM Blogs: Field-associated workflows; Post-delivery service; Sales sequence info; Sales Qualification Agent

In this review of the Dynamics 365 CE/CRM blogs: 

• Retrieve and validate field-associated workflows
• Managing post-delivery service and repairs using cases
• Add sales sequence information to a D365 view
• Smarter selling with the Dynamics 365 Sales Qualification Agent

Retrieve and validate field-associated workflows in Dynamics 365/Dataverse

Writing on the Inogic blog, Sam Kumar stated that workflows in Microsoft Dynamics 365 CRM are automated processes that handle things such as approvals, updating fields, or starting other actions. 

He wrote that before changing certain fields on a form, it's sometimes important to check if a workflow is already tied to that field.

For example, Kumar noted that if you update sensitive fields, such as credit limit or risk category, a workflow might run automatically when you save the record. In that case, he pointed out that it's useful to warn users so they know their changes could trigger important automated steps.

In his blog post, Kumar covered:

• The different types of workflows and what they do.
• How to find workflows linked to a specific field.
• A real example of checking workflows before setting a risk category.

Managing post-delivery service and repairs using cases in Dynamics 365 CRM

On the CloudFronts blog, Mithun Varghese explored how to ensure that every post-delivery service or repair request is captured, tracked, and resolved, while keeping everything connected to the original order. The best way in Dynamics 365 CE to track and resolve that involves using cases, he said.